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Let's not get carried away with how different the components are and how many % is made in house.
One needs to understand what really goes into manufacturing the auto parts and sub assemblies needed for the final assembly at the Tesla factory. Without a deep understanding of how the parts are made, it is completely pointless to debate.
Ok take for example Fischer tech and Sunningdale, they manufacture mostly the covers of HVAC controls and Navigation/Audio/Radio.
Smaller parts include the car remote. They do not supply direct to the car makers but to the Tier 1/2/3 suppliers.
How do they manufacture these covers?
They need molds and an injection machine to do that. They will need raw material(resin) and probably paint as well.
To make a mold, they will usually take 8-12 weeks to fabricate the mold base(the part that holds the mold together, usually outsourced) and the inserts(The part that actually form the part).
To make the inserts, one would require designer to program the CNC machine to cut copper electrodes. These electrodes are then put on an electro discharging machine to "blast away" unwanted material to a high level of precision(same as filing). So that is in summary of what it takes to make 1 part. Does Tesla make its own molds and plastic parts found in their cars. Highly unlikely. The same can be said for many of its other components and materials. Does Tesla make its own displays? Or makes it's own ICs or passive components found on the PCBs? So what exactly does tesla make?
I do not know exactly what Tesla makes but I do know that it is impossible to make 80% in house. No car company is able to do that, they will need to out-source, a lot of it and mostly to companies that are already producing auto parts.
One needs to understand what really goes into manufacturing the auto parts and sub assemblies needed for the final assembly at the Tesla factory. Without a deep understanding of how the parts are made, it is completely pointless to debate.
Ok take for example Fischer tech and Sunningdale, they manufacture mostly the covers of HVAC controls and Navigation/Audio/Radio.
Smaller parts include the car remote. They do not supply direct to the car makers but to the Tier 1/2/3 suppliers.
How do they manufacture these covers?
They need molds and an injection machine to do that. They will need raw material(resin) and probably paint as well.
To make a mold, they will usually take 8-12 weeks to fabricate the mold base(the part that holds the mold together, usually outsourced) and the inserts(The part that actually form the part).
To make the inserts, one would require designer to program the CNC machine to cut copper electrodes. These electrodes are then put on an electro discharging machine to "blast away" unwanted material to a high level of precision(same as filing). So that is in summary of what it takes to make 1 part. Does Tesla make its own molds and plastic parts found in their cars. Highly unlikely. The same can be said for many of its other components and materials. Does Tesla make its own displays? Or makes it's own ICs or passive components found on the PCBs? So what exactly does tesla make?
I do not know exactly what Tesla makes but I do know that it is impossible to make 80% in house. No car company is able to do that, they will need to out-source, a lot of it and mostly to companies that are already producing auto parts.